We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
751
Concord Wealth Partners
Virginia
$64.9K +$66.5K +907 New
HI
752
Hoey Investments
Pennsylvania
$63.4K – – –
IBOK
753
Independence Bank of Kentucky
Kentucky
$62.9K – – –
JFGIW
754
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.4K +$7.04K +96 +13%
HC
755
Hurley Capital
New York
$56.8K +$806 +11 +1%
EP
756
Essential Partners
California
$52.2K +$36.6K +500 +217%
OAG
757
Oakmont Advisory Group
New Mexico
$52.2K +$53.5K +730 New
TFGT
758
TS Financial Group (TSFG)
Illinois
$52K – – –
Bank Julius Baer & Co
759
Bank Julius Baer & Co
Switzerland
$51.8K – – –
FMP
760
Financial Management Professionals
Texas
$50.4K – – –
HNB
761
Hilltop National Bank
Wyoming
$49.6K – – –
VSQM
762
V-Square Quantitative Management
Illinois
$49.5K +$3.74K +51 +8%
QC
763
Quent Capital
New York
$48.9K – – –
MEG
764
Millstone Evans Group
Colorado
$48K – – –
TWD
765
True Wealth Design
Ohio
$47.5K +$3.88K +53 +9%
GSEP
766
Golden State Equity Partners
California
$46K -$285K -3,885 -86%
POIA
767
Pin Oak Investment Advisors
Texas
$43K – – –
FFA
768
Frazier Financial Advisors
Ohio
$42.4K – – –
NECFA
769
New England Capital Financial Advisors
Connecticut
$41.7K – – –
AA
770
Ancora Advisors
Ohio
$41.4K -$5.57K -76 -12%
SGK
771
Steigerwald Gordon & Koch
Virginia
$40.5K +$41.6K +567 New
DPIM
772
Duff & Phelps Investment Management
Illinois
$38K +$39K +532 New
CT
773
Caldwell Trust
Florida
$37.7K +$16.6K +227 +76%
CSB
774
City State Bank
Iowa
$37K – – –
AT
775
Avalon Trust
New Mexico
$35.8K +$36.6K +500 New